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Russell David Johnson

Mercer Global Advisors Inc.

Santa Barbara, CA

CRD 7252527

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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-30
  • CA RA
    APPROVED
    Since 2026-07-30

Branch Locations

222 E Carrillo Street #400, Santa Barbara, CA 93101 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Young Life Lake Champion Glen Spey NY 06/2016 12/2019
Liberty University Lynchburg VA 09/2014 05/2019
Unemployed Pleasanton CA 01/2020 05/2020
Lpl Financial, Llc Pleasanton CA 05/2020 12/2022
Mercer Global Advisors Inc. Santa Barbara CA 01/2024 Present
Vista Del Monte Retirement Community Pleasanton CA 11/2022 01/2024
  • 06/2016 → 12/2019
    Young Life Lake Champion
    Glen Spey, NY
  • 09/2014 → 05/2019
    Liberty University
    Lynchburg, VA
  • 01/2020 → 05/2020
    Unemployed
    Pleasanton, CA
  • 05/2020 → 12/2022
    Pleasanton, CA
  • 01/2024 → Present
    Santa Barbara, CA
  • 11/2022 → 01/2024
    Vista Del Monte Retirement Community
    Pleasanton, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-05
  • S66 Uniform Combined State Law Examination
    2020-09-05
Designations
  • Certified Financial Planner
Other Names
  • Russell Johnson

View on SEC IAPD

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